Sentences with phrase «private institutional money manager»

Before that, he was employed as a senior bond analyst by W.R. Huff Asset Management, a private institutional money manager specializing in high yield bonds and mezzanine investments.

Not exact matches

James's pitch is, ultimately, aimed at big institutional money managers like Fidelity and T. Rowe Price, which could gather the assets of mom - and - pop investors into a pool big enough to buy in to private equity.

EquityZen provides accredited investors, wealth advisors, and institutional money managers access to private markets.

Mr. Maddox leads the GMR team, which is comprised of highly experienced investment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

Private investment counsel is offered by divisions of the six major banks, by small boutique firms, and by institutional money managers who also handle pension funds.